The document provides an introduction to the Project Time Line (PTL) system for managing tasks and customer relationships. It discusses the benefits of PTL, including keeping customers updated and focused on tasks. Examples of key PTL tasks are provided such as converting leads to contacts (PTL 3.0), evaluating projects (PTL 6), pre-bid consultations (PTL 7.1), and following up on bid submittals (PTL 7.5). The locations of the PTL system and associated content are also outlined.
An educational course covering all aspects of supply chain management. Includes workshops to design and implement your own supply chain management function
FWD50 Agile/ Lean Workshop Slides - November 1
Ottawa Ontario, Canada. Authors/Presenters: Dan MurphyGlenn Waters, Ellen Grove, Craig Szelestowski - Thanks Team
The 3 Steps to a Successful Statement of WorkMBO Partners
This presentation overviews why you need a good statement of work, provides writing tips and strategy and gives you a checklist to ensure your bases are covered. All of these things can help you win business.
Find more resources for independent professionals at www2.mbopartners.com/ic-resources
Stop Losing Time, Money and Opportunities.
Professional Advisors can reduce transaction costs,
and improve their case and cash flow.
"Value flow is the movement of clients, projects, tasks and knowledge along a visible path or pipeline."
On October 14, 2015, Michael Gill gave a presentation entitled "The Process of Communication, A Practical Guide for Project Managers." Communication is not about knowing the process. Communication is about managing the process. A successful project manager communicates effectively by setting and managing expectations throughout the lifecycle of a project and, by doing so, creates redundancy in a fluid industry. The importance of a simple and redundant communication framework cannot be overstated. Referencing my book, The Process of Communication, I will focus on the role of pre-production and the importance of Requirements Gathering, establishing a teams Level of Effort, communicating Assumptions and through the development of these tools establishing a realistic Timeline. I will speak about how all of these deliverables are used to manage clients expectations as obstacles arise and requirements change.
Alliance 2017 - CRM Deep Dive: Workflows, Business Rules, Security, and Troub...Sparkrock
Presented by Irina Kon and Ulrike Kruger on January 25th, 2017.
Irina and Ulrike take a deep dive into our CRM solution to help you get some hands-on experience that you can bring back to your workplace and better understand the solution.
In many organizations, bottom up estimation of software development projects is still the way to go. Management feels that top-down (parametric) estimation models require too much effort and cost. In this paper, a random selection of 10 bids are analyzed and the bottom-up estimates and top-down estimates are compared with regard to accuracy and effort spend.
Given that law firms are service-based, revenue earned in the legal profession is mainly based on hours billed for work on behalf of their clients. These are the kinds of tasks and hours that law firms want to maximize, so they can run revenue-driven businesses.
In this interactive session hosted by Lawyaw’s Cory Bates-Rogers, we will help you better understand how your law firm can automate and optimize with tech solutions and the improvement of internal processes. We will cover:
- How optimization and automation can benefit your practice
- 6 Steps to begin automating your workflow
- Tips to consider when evaluating new technology for your law firm
- Workflow optimization best practices
- Process mapping
VoIP Implementation WBSTask NameDurationStart DateEnd DatePredeces.docxjessiehampson
VoIP Implementation WBSTask NameDurationStart DateEnd DatePredecessors% CompleteStatusAssigned ToCommentsStartFinishCritical1. Intiation14d10/02/1910/15/1999%CompleteJevin 1.1 Recommendation & evaluation3d10/02/1910/04/19100%CompletedJenny 1.2 Project chart Deveelopment2d10/05/1910/06/19100%CompletedJenny 1.3 Outline of deliverable2d10/07/1910/08/19100%CompletedMark 1.4 Stakeholders analysis3d10/09/1910/11/194100%CompletedJoe 1.5 Charter signed by Authority4d10/12/1910/15/1995%In ProgressJoe2. Planning22d10/16/1911/07/19 2.1 Make a scope management2d10/16/1910/17/190%Not StartedJudy 2.2 Design the project team4d10/18/1910/21/090%Not StartedMolly 2.3 Intial meeting to boost the project3d10/22/1910/24/190%Not StartedMolly 2.4 Development of project plan2d10/25/1910/26/19130%Not StartedJudy 2.4.1 Create the schedules2d10/27/1910/28/190%Not StartedAlex 2.4.2 Analysis the critical path3d10/29/1911/01/190%Not StartedAlex 2.5 Submission of Project plan4d11/02/1911/05/190%Not StartedTim 2.6 Approval for project Plan2d11/06/1911/07/19120%Not StartedTiana3. Designing20d11/08/1911/27/19 3.1 Meeting to boost the team2d11/08/1911/09/190%Not StartedMandy 3.2 Verify the user requirements3d11/10/1911/12/190%Not StartedMandy 3.3 Designing of system4d11/13/0911/16/190%Not StartedKathy 3.4 procurement of software and hardware3d11/17/1911/19/190%Not StartedKathy 3.5 Installation of development system2d11/20/1911/21/190%Not StartedTim 3.6 Initiate testing3d11/22/1911/24/190%Not StartedHarry 3.7 Installation of live system2d11/25/1911/26/19200%Not StartedHarry 3.8 Training of users1d11/27/1911/27/190%Not StartedTiana4. Control20d11/28/1912/18/19 4.1 Management of Project4d11/28/1912/01/190%Not StartedMolly 4.2 Meetings to track the status of the meeting4d12/02/1912/05/190%Not StartedMolly 4.3 Risk management8d12/06/1912/13/190%Not StartedManoj 4.4 Updation of project management plan5d12/14/1912/18/190%Not StartedMandy5. Closing11d12/19/1912/29/19 5.1 Audit procurement4d12/19/1912/22/190%Not StartedAlisha 5.2 Updating and revision of documents2d12/23/1912/24/19300%Not StartedPrem 5.3 Update records and files2d12/25/1912/26/190%Not StartedHari 5.4 Receive the acceptance formally1d12/27/1912/27/190%Not StartedJames 5.5. Archieve Documents and files2d12/28/1912/29/190%Not StartedJames
Comments
Running Head: PROJECT PLAN-BUSINESS REQUIRMENT DOCUMENT 1
PROJECT PLAN-BUSINESS REQUIRMENT DOCUMENT 21
Project Plan-Business Requirement Document
CIS 599 Graduate Info Systems Capstone
Abstract
After finishing project plan inception with introduction Docume ...
You have been asked by elderly operator to set up a Project Management Office( PMO) to manage one or further systems or programmes. So what do you do first?
The whole process of designing and establishing a PMO( especially where a PMO doesn't live and is a new concept or where you haven't had experience of setting up or working in a PMO) can appear to be a veritably big, indeed unachievable, task.
Presenting this set of slides with name - Initial Project Meeting Agenda Powerpoint Presentation Slides. Keep your audience glued to their seats with professionally designed PPT slides. This deck comprises of total of twenty seven slides. It has PPT templates with creative visuals and well researched content. Not just this, our PowerPoint professionals have crafted this deck with appropriate diagrams, layouts, icons, graphs, charts and more. This content ready presentation deck is fully editable. Just click the DOWNLOAD button below. Change the colour, text and font size. You can also modify the content as per your need. Get access to this well crafted complete deck presentation and leave your audience stunned.
Project management methodologies change over time but one element of all projects always remains important - Project Charter. Here I am sharing a template for a medium to large implementation project type of project, for example SAP system implementation.
Business Transformation Proposal Powerpoint Presentation SlidesSlideTeam
"You can download this product from SlideTeam.net"
Business transformation refers to a change management strategy that is required to run business operations. The main aim of business transformation is to align the organization with new ideas and vision. A readymade proposal is all you need where you can customize all the information as per your requirements. Showcase the methods that modify the existing business activities by using our topic-specific Business Transformation Proposal PowerPoint Presentation Slides. With the help of this interactive proposal PPT layout, you can highlight your new technologies and services. Take advantage of our engaging business change proposal presentation template to portray your proposal context, advanced services, business action plan, client testimonials, terms, and conditions, etc. By using this outwardly engaging organizational transformation proposal PowerPoint theme, you can talk about the overall investment your client’s need to do for their business transformation process that includes material purchase, research and inspection, programming and testing, and to communicate a new workflow. With the aid of our business change proposal PowerPoint presentation template, you can describe the project completion time your high-skilled professionals take to complete the project. Take the assistance of this well-informed PPT layout to highlight the services you provide such as design services, digital services, marketing sales, analytics and data interpretation, risk management, finance strategy, and many more. Use the engaging corporate transformation PowerPoint slide to show the logo of your company that helps you to stick to the brand’s identity. Employ this professionally designed corporate transformation PPT slide to outline various business plans that help clients in meeting their market requirements. The business transformation proposal template offers you plenty of space where you can show your rewards and certificates that strike a chord with your customers. With the help of a business change proposal PPT slide, you can talk about the skills and expertise of your professionals in an impressive manner. Download our eye-catchy business transformation PowerPoint presentation template to turn your prospects into clients. https://bit.ly/3mQgKKK
An educational course covering all aspects of supply chain management. Includes workshops to design and implement your own supply chain management function
FWD50 Agile/ Lean Workshop Slides - November 1
Ottawa Ontario, Canada. Authors/Presenters: Dan MurphyGlenn Waters, Ellen Grove, Craig Szelestowski - Thanks Team
The 3 Steps to a Successful Statement of WorkMBO Partners
This presentation overviews why you need a good statement of work, provides writing tips and strategy and gives you a checklist to ensure your bases are covered. All of these things can help you win business.
Find more resources for independent professionals at www2.mbopartners.com/ic-resources
Stop Losing Time, Money and Opportunities.
Professional Advisors can reduce transaction costs,
and improve their case and cash flow.
"Value flow is the movement of clients, projects, tasks and knowledge along a visible path or pipeline."
On October 14, 2015, Michael Gill gave a presentation entitled "The Process of Communication, A Practical Guide for Project Managers." Communication is not about knowing the process. Communication is about managing the process. A successful project manager communicates effectively by setting and managing expectations throughout the lifecycle of a project and, by doing so, creates redundancy in a fluid industry. The importance of a simple and redundant communication framework cannot be overstated. Referencing my book, The Process of Communication, I will focus on the role of pre-production and the importance of Requirements Gathering, establishing a teams Level of Effort, communicating Assumptions and through the development of these tools establishing a realistic Timeline. I will speak about how all of these deliverables are used to manage clients expectations as obstacles arise and requirements change.
Alliance 2017 - CRM Deep Dive: Workflows, Business Rules, Security, and Troub...Sparkrock
Presented by Irina Kon and Ulrike Kruger on January 25th, 2017.
Irina and Ulrike take a deep dive into our CRM solution to help you get some hands-on experience that you can bring back to your workplace and better understand the solution.
In many organizations, bottom up estimation of software development projects is still the way to go. Management feels that top-down (parametric) estimation models require too much effort and cost. In this paper, a random selection of 10 bids are analyzed and the bottom-up estimates and top-down estimates are compared with regard to accuracy and effort spend.
Given that law firms are service-based, revenue earned in the legal profession is mainly based on hours billed for work on behalf of their clients. These are the kinds of tasks and hours that law firms want to maximize, so they can run revenue-driven businesses.
In this interactive session hosted by Lawyaw’s Cory Bates-Rogers, we will help you better understand how your law firm can automate and optimize with tech solutions and the improvement of internal processes. We will cover:
- How optimization and automation can benefit your practice
- 6 Steps to begin automating your workflow
- Tips to consider when evaluating new technology for your law firm
- Workflow optimization best practices
- Process mapping
VoIP Implementation WBSTask NameDurationStart DateEnd DatePredeces.docxjessiehampson
VoIP Implementation WBSTask NameDurationStart DateEnd DatePredecessors% CompleteStatusAssigned ToCommentsStartFinishCritical1. Intiation14d10/02/1910/15/1999%CompleteJevin 1.1 Recommendation & evaluation3d10/02/1910/04/19100%CompletedJenny 1.2 Project chart Deveelopment2d10/05/1910/06/19100%CompletedJenny 1.3 Outline of deliverable2d10/07/1910/08/19100%CompletedMark 1.4 Stakeholders analysis3d10/09/1910/11/194100%CompletedJoe 1.5 Charter signed by Authority4d10/12/1910/15/1995%In ProgressJoe2. Planning22d10/16/1911/07/19 2.1 Make a scope management2d10/16/1910/17/190%Not StartedJudy 2.2 Design the project team4d10/18/1910/21/090%Not StartedMolly 2.3 Intial meeting to boost the project3d10/22/1910/24/190%Not StartedMolly 2.4 Development of project plan2d10/25/1910/26/19130%Not StartedJudy 2.4.1 Create the schedules2d10/27/1910/28/190%Not StartedAlex 2.4.2 Analysis the critical path3d10/29/1911/01/190%Not StartedAlex 2.5 Submission of Project plan4d11/02/1911/05/190%Not StartedTim 2.6 Approval for project Plan2d11/06/1911/07/19120%Not StartedTiana3. Designing20d11/08/1911/27/19 3.1 Meeting to boost the team2d11/08/1911/09/190%Not StartedMandy 3.2 Verify the user requirements3d11/10/1911/12/190%Not StartedMandy 3.3 Designing of system4d11/13/0911/16/190%Not StartedKathy 3.4 procurement of software and hardware3d11/17/1911/19/190%Not StartedKathy 3.5 Installation of development system2d11/20/1911/21/190%Not StartedTim 3.6 Initiate testing3d11/22/1911/24/190%Not StartedHarry 3.7 Installation of live system2d11/25/1911/26/19200%Not StartedHarry 3.8 Training of users1d11/27/1911/27/190%Not StartedTiana4. Control20d11/28/1912/18/19 4.1 Management of Project4d11/28/1912/01/190%Not StartedMolly 4.2 Meetings to track the status of the meeting4d12/02/1912/05/190%Not StartedMolly 4.3 Risk management8d12/06/1912/13/190%Not StartedManoj 4.4 Updation of project management plan5d12/14/1912/18/190%Not StartedMandy5. Closing11d12/19/1912/29/19 5.1 Audit procurement4d12/19/1912/22/190%Not StartedAlisha 5.2 Updating and revision of documents2d12/23/1912/24/19300%Not StartedPrem 5.3 Update records and files2d12/25/1912/26/190%Not StartedHari 5.4 Receive the acceptance formally1d12/27/1912/27/190%Not StartedJames 5.5. Archieve Documents and files2d12/28/1912/29/190%Not StartedJames
Comments
Running Head: PROJECT PLAN-BUSINESS REQUIRMENT DOCUMENT 1
PROJECT PLAN-BUSINESS REQUIRMENT DOCUMENT 21
Project Plan-Business Requirement Document
CIS 599 Graduate Info Systems Capstone
Abstract
After finishing project plan inception with introduction Docume ...
You have been asked by elderly operator to set up a Project Management Office( PMO) to manage one or further systems or programmes. So what do you do first?
The whole process of designing and establishing a PMO( especially where a PMO doesn't live and is a new concept or where you haven't had experience of setting up or working in a PMO) can appear to be a veritably big, indeed unachievable, task.
Presenting this set of slides with name - Initial Project Meeting Agenda Powerpoint Presentation Slides. Keep your audience glued to their seats with professionally designed PPT slides. This deck comprises of total of twenty seven slides. It has PPT templates with creative visuals and well researched content. Not just this, our PowerPoint professionals have crafted this deck with appropriate diagrams, layouts, icons, graphs, charts and more. This content ready presentation deck is fully editable. Just click the DOWNLOAD button below. Change the colour, text and font size. You can also modify the content as per your need. Get access to this well crafted complete deck presentation and leave your audience stunned.
Project management methodologies change over time but one element of all projects always remains important - Project Charter. Here I am sharing a template for a medium to large implementation project type of project, for example SAP system implementation.
Business Transformation Proposal Powerpoint Presentation SlidesSlideTeam
"You can download this product from SlideTeam.net"
Business transformation refers to a change management strategy that is required to run business operations. The main aim of business transformation is to align the organization with new ideas and vision. A readymade proposal is all you need where you can customize all the information as per your requirements. Showcase the methods that modify the existing business activities by using our topic-specific Business Transformation Proposal PowerPoint Presentation Slides. With the help of this interactive proposal PPT layout, you can highlight your new technologies and services. Take advantage of our engaging business change proposal presentation template to portray your proposal context, advanced services, business action plan, client testimonials, terms, and conditions, etc. By using this outwardly engaging organizational transformation proposal PowerPoint theme, you can talk about the overall investment your client’s need to do for their business transformation process that includes material purchase, research and inspection, programming and testing, and to communicate a new workflow. With the aid of our business change proposal PowerPoint presentation template, you can describe the project completion time your high-skilled professionals take to complete the project. Take the assistance of this well-informed PPT layout to highlight the services you provide such as design services, digital services, marketing sales, analytics and data interpretation, risk management, finance strategy, and many more. Use the engaging corporate transformation PowerPoint slide to show the logo of your company that helps you to stick to the brand’s identity. Employ this professionally designed corporate transformation PPT slide to outline various business plans that help clients in meeting their market requirements. The business transformation proposal template offers you plenty of space where you can show your rewards and certificates that strike a chord with your customers. With the help of a business change proposal PPT slide, you can talk about the skills and expertise of your professionals in an impressive manner. Download our eye-catchy business transformation PowerPoint presentation template to turn your prospects into clients. https://bit.ly/3mQgKKK
3. The Project Time Line Presentation will show you the ways to manage multiple task for multiple clients, keeping them happy and satisfied because your in constant communications with them. Project Time Line Presentation
4. This first section will discuss the intents and benefits of the Project Time Line system. We also included some personal experiences from satisfied customers.
5.
6. Testimonial The tasking system keeps a person focused with their customers and their customer’s projects/jobs. The tasking system helps a person stay in touch with his prospective clients as well as current job customers. It's easier to talk to a client/customer when you schedule to stay in touch with them on a regular basis. They feel more at ease with you and you actually build strong character relationships. Your clients/customers start to rely on you for their Cast Stone needs. The tasking system used consistently will provide a steady flow of repeat customers. If you utilize the tasking system through either the project’s or client's/customer’s ID # when you begin a job, you are able stay on top of jobs because the tasking system prompts you. At that point, you are able to provide updated status reports. Customers love being kept up to date with the status of their job/jobs. This is definitely a tool I would not want to be without. SellIn5 - Butch Marx
7. Testimonial We would all fail if we had only our memory to prompt us in follow up of “to dos,” so that is why we need a system to remind us. Outlook can perform that function but it is outside the arena of our business scope which is StoneWorks. StoneWorks is the logical place to store all the information relating to contacts and projects. Not only in follow up of tasks is StoneWorks effective, but also in the creation of additional tasks. Unless I assign a subsequent task to one completed, I run the risk of losing control. Having the power to assign a task to someone else is helpful too. As far as the PTL is concerned, because I’m not a salesman running down a road well landscaped with mile markers, it does not affect the ExecAdm2 job very much at all. ExecAdm2 Bryan Renfro
8. The Essential Tool People get caught up in wonderful, eye-catching pitches, but they don't do enough to close the deal. It's no good if you don't make the sale. This is where the Project Time Line System becomes beneficial. It will assist you in keeping up with your tasks so you are not forced to remember what you needed to say and to whom. It is an essential tool and will help you become successful in this business.
9. The truth is in the task, we will now show you the design layout in which the tasking system works. This Design section explains the concept of the Project Time Line system, the Task Tool, and the Content provider application.
10. The outline of the Project Time Line PTL 1: Select Target Market PTL 2: Select Prospects & Match to Campaign CONTACT RELATION PTL 3: CONVERT LEAD TO CONTACT PTL 3.1: ROUTING STAGE PTL 3.2: ID REQUIREMENTS PTL 3.3: SET AGENDA PTL 4: GATHER CONTACT DATA DETAILS PTL 4.1 CONTACT COMMUNICATIONS PTL 4.1.1 PHONE CALL PTL 4.1.2 SEND CATALOG PTL 4.1.3 SEND POSTCARD PTL 4.1.4 REQUEST INFORMATION PTL 4.2 PRE-ASSOCIATE ID PTL 4.2.1 PHONE CALL FOLLOW-UP PTL 4.2.2 CATALOG FOLLOW-UP PTL 4.2.3 POSTCARD FOLLOW-UP PTL 4.3 BUILD DETAILS PTL 4.4 PRE-ASSOCIATE ID PTL 4.5 CONTACT POTENTIAL PROJECT BUDGET PTL 5: QUALIFY PROJECT CONTACTS PTL 5.1: ASSIGN PROJECT CHAMPIONS PTL 5.2: ASSIGN PRIMARY AGENTS PTL 5.3 PRE-QUALIFY PROJECT PTL 6: EVALUATE PROJECT PTL 6.1: GET PLANS PTL 6.2: EVALUATE PLANS PTL 6.3: PLAN FOLLOW-UP PTL 7: BID PREPARATION AND SUBMITTAL PTL 7.1: PRE-BID CONSULTATION PTL 7.1.1 PROVIDE JOB REFERENCES PTL 7.2: PREPARE BID (SALES CALL) PTL 7.3: OTHER BID CONTACTS PTL 7.4: SUBMIT BID PTL 7.5: BID SUBMITTAL FOLLOW-UP PTL 7.6: SUBMIT REBID PTL 7.7: REBID SUBMITTAL FOLLOW-UP CLOSE THE DEAL PTL 8: CONVERT BID TO JOB PTL 8.1: DECISION TIME FRAME PTL 8.2: RE-VERIFY PRIMARY CONTACTS PTL 8.3: FACTORY RESOURCE / RESPONSE TIME FRAME PTL 8.4: MOTIVATION DECISION FACTOR PTL 8.5: FINALIZE CONTRACT PTL 8.6: RECEIVE SIGNED CONTRACT JOB SET UP & PLAN PTL 9: JOB NUMBER ASSIGNMENT PTL 9.1: JOB DATA SETUP PTL 9.2: FINANCE JOB REVIEW AND APPROVAL PTL 9.3: SALES JOB REVIEW AND APPROVAL PTL 9.4: ASSIGN PRODUCTION PREPARATION PHASE PTL 9.5: JOB SALES MANAGER ASSIGNMENT PTL 9.6: SALES JOB MANAGER EVALUATION PTL 9.7: RFI REQUEST FOR INFORMATION PTL 9.8: PRELIMINARY PROJECT SCHEDULING Continued...
11. DRAFT PTL 10: PRODUCTION PREPARATION PTL 10.1: JOB EVALUATION AND ASSIGNMENT PTL 10.2: RFI REQUEST FOR INFORMATION PTL 10.3: SUBMITTAL PREPARATION PTL 10.4: SUBMITTAL RETURN PROCESS PTL 10.4.1: SUBMITTAL SEND TO CUSTOMER PTL 10.4.2.: SUBMITTAL FOLLOW-UP PTL 10.5: CHANGE ORDER PROCESS PTL 10.6: RE-SUBMIT PREPARATION PTL 10.7: RE-SUBMIT RECEIPT FROM CUSTOMER PTL 10.8: PRODUCTION PACKAGE PROCESS PTL 10.9: BLUE DOT PREPARATION PRODUCTION PTL 11: PRODUCTION PTL 11.1: ADMINISTRATIVE SET UP PTL 11.2: NEW MOLDS SCHEDULE PTL 11.3: PRODUCTION FLOOR SCHEDULE PTL 11.4: SMP MOVEMENT TO PRODUCTION PTL 11.5: NEW MOLDS FABRICATION/DELIVERY TO PRODUCTION PTL 11.6: SPECIAL RAW MATERIALS RECEIPT VERIFICATION PTL 11.7: STONE PRODUCTION PTL 11.8: STONE CURING CLEARED PTL 11.9: SET MOLD DESTROY SCHEDULE PTL 11.10: CLOSE PRODUCTION SHIP & SERVICE PTL 12: SHIPPING PTL 12.1: ACID WASH OR SPECIAL TEXTURE PREPARATION PTL 12.2: PACKAGE PRODUCTION STONE PTL 12.3: PACKAGE INVENTORY STONE PTL 12.4: CONFIRM SUITABLE PAYMENT RECEIVED FOR PRODUCTION PTL 12.5: SCHEDULE STONE SHIPMENT PTL 12.6: SHIP STONE PTL 13: FINANCIAL JOB CLOSURE PTL 13.1: CONFIRM STANDARD PRODUCTION/SHIPPING COMPLETE PTL 13.2: CONFIRM RE-MAKE PRODUCTION/SHIPPING COMPLETE PTL 13.3: CONFIRM PAYMENTS COMPLETE PTL 13.4: LOG JOB COMPLETE HARVEST PTL 14: FOLLOW-UP MANDATE PTL 14.1: DRAWINGS CATALOG OR ARCHIVE PTL 14.2: RELATIONSHIP PROSPECTING PTL 14.3: MARKETING PHOTO OPPORTUNITIES PTL 14.4: REFERRALS OR LETTERS OF RECOMMENDATION The process of the Tasking system Continued
12. The 5 most important tasks are PTL 3: CONVERT LEAD TO CONTACT PTL 4.5: CONTACT POTENTIAL PTL 6: EVALUATE PROJECT PTL 7.1: PRE-BID CONSULTATION PTL 7.5: BID SUBMITTAL FOLLOW-UP
13. PTL 1: Select Target Market PTL 2: Select Prospects & Match to Campaign CONTACT RELATION PTL 3: CONVERT LEAD TO CONTACT PTL 3.1: ROUTING STAGE PTL 3.2: ID REQUIREMENTS PTL 3.3: SET AGENDA PTL 4: GATHER CONTACT DATA DETAILS PTL 4.1 CONTACT COMMUNICATIONS PTL 4.1.1 PHONE CALL PTL 4.1.2 SEND CATALOG PTL 4.1.3 SEND POSTCARD PTL 4.1.4 REQUEST INFORMATION PTL 4.2 PRE-ASSOCIATE ID PTL 4.2.1 PHONE CALL FOLLOW-UP PTL 4.2.2 CATALOG FOLLOW-UP PTL 4.2.3 POSTCARD FOLLOW-UP PTL 4.3 BUILD DETAILS PTL 4.4 PRE-ASSOCIATE ID PTL 4.5 CONTACT POTENTIAL PROJECT BUDGET PTL 5: QUALIFY PROJECT CONTACTS PTL 5.1: ASSIGN PROJECT CHAMPIONS PTL 5.2: ASSIGN PRIMARY AGENTS PTL 5.3 PRE-QUALIFY PROJECT PTL 6: EVALUATE PROJECT PTL 6.1: GET PLANS PTL 6.2: EVALUATE PLANS PTL 6.3: PLAN FOLLOW-UP PTL 7: BID PREPARATION AND SUBMITTAL PTL 7.1: PRE-BID CONSULTATION PTL 7.1.1 PROVIDE JOB REFERENCES PTL 7.2: PREPARE BID (SALES CALL) PTL 7.3: OTHER BID CONTACTS PTL 7.4: SUBMIT BID PTL 7.5: BID SUBMITTAL FOLLOW-UP PTL 7.6: SUBMIT REBID PTL 7.7: REBID SUBMITTAL FOLLOW-UP CLOSE THE DEAL PTL 8: CONVERT BID TO JOB PTL 8.1: DECISION TIME FRAME PTL 8.2: RE-VERIFY PRIMARY CONTACTS PTL 8.3: FACTORY RESOURCE / RESPONSE TIME FRAME PTL 8.4: MOTIVATION DECISION FACTOR PTL 8.5: FINALIZE CONTRACT PTL 8.6: RECEIVE SIGNED CONTRACT JOB SET UP & PLAN PTL 9: JOB NUMBER ASSIGNMENT PTL 9.1: JOB DATA SETUP PTL 9.2: FINANCE JOB REVIEW AND APPROVAL PTL 9.3: SALES JOB REVIEW AND APPROVAL PTL 9.4: ASSIGN PRODUCTION PREPARATION PHASE PTL 9.5: JOB SALES MANAGER ASSIGNMENT PTL 9.6: SALES JOB MANAGER EVALUATION PTL 9.7: RFI REQUEST FOR INFORMATION PTL 9.8: PRELIMINARY PROJECT SCHEDULING PTL 3: CONVERT LEAD TO CONTACT PTL 4.5 CONTACT POTENTIAL PTL 6: EVALUATE PROJECT PTL 7.1: PRE-BID CONSULTATION PTL 7.5: BID SUBMITTAL FOLLOW-UP The 5 most important task in which they are loctaed
14. PTL Tasking Locations/StoneWorks This will show you where the PTL tasking system is located in the application of Stone Works. From the intranet click on StoneWorks From StoneWorks Select Project Management System
15. After you have pulled up the project you wish to assign a task to select the Tasks Label then select New icon StoneWorks Setup Task
16. Content Locations / Filestore, Sales Support Environment There are two different locations in which the content is stored. Here are their locations. From the intranet click on Filestore v2 Beta! From the intranet click on Sales Support Environment
17. From Filestore v2 Beta! Click on Sales Project Task Filestore Content Location Here is the process you can use to get to the content through filestore.
18. Filestore Content Location From Sales Project task Library click on find files in this library . From here you can select the PTL of what content you would like to view
19. Sales Support Environment content From Sales Support Environment you can easily find content in four different places, Media Support , Slaes Support , Product Support and the Packing Zone Here is the process you can use to get to the content through SSE.
20. How you deliver the content SSE Fax Utilize the Sales Support Environment Find the document you would like to Fax Print the document you would like to Fax Fax the document Phone SSE Find the sales dialog you would like to speak to the customer with Speak to the customer and utilize the dialog Utilize the Sales Support Environment Email SSE Utilize the Sales Support Environment Find the document you would like to Email Email Email the document to your customer Mail Utilize StoneWorks contact management system Open the contact and select mailings Select the New Icon and pick out the content you would like to send Note: You can also do this through tasking
21. How you generate the content Generated Document Sales Support Environment - Packing Zone By checking or un-checking here you can change your package then click generate document and your new document is generated
22. How you create your own content You can easily create your own content by Highlighting any area on a document that you have generated and hit ctrl C Paste it into any of these three formats by hitting ctrl V Adobe PDF Email Microsoft Word
23. The process made simple Starts over if they have potential for referral / repeat business You are here Name & Number of a Lead PTL 3.0 Convert Lead to contact would apply Setup a Task to initiate contact with the lead Search PTL content Decision Point Decide the best content that could convert your lead to a contact Send content out through email, mail, fax or phone. Path to finish w/ goal met End point You have successfully converted a lead to a contact
24. The Training section will show you the procedure to using the Project Time Line System. We will show you some real examples, walk you through the process and give you some practice scenarios to test out on your own.
25. PTL tracking system procedure Purpose Step 1 Who is the contact, what task are you going to accomplish Action Step 2 What do you want to do for this contact Decision Step 3 Decide on what content will help you complete your task Time Step 4 Assign date to accomplish task, initiate action on assigned date Complete Step 5 Close task once complete
26. PTL Scenario I usually design homes that use wood and brick. Your products could add unique touches to my jobs If the contact works where he might use cast stone, he will be interested. He will want to know how we can help his business. We need some basic information to do that. If you approach them right, the good contacts will gladly give the information. Anyone not interested will just as politely decline, saving everyone’s time. I have just been hired as a contractor on a project that is already in progress. I just found out the previous contractor never ordered the stone for the project. Would it be possible to have my stone here in two weeks? Yes, depending on what you are looking for. Let me guide you to our inventory and show you how you can create a unique design using our inventory parts. PTL 3.0 Convert Lead to Contact PTL 5.3 Pre-Qualify Project
27. PTL Examples Bob called Jim and gave him a lead Bob told Jim this lead was interested in staircases Jim setup a stair brochure to be mailed to the lead Jim also setup a reminder under PTL 3.0 to follow up with the Lead The Lead called Jim after viewing the brochure and told him how he was really interested in the Binelli staircase Jim converted the Lead to a contact Jim wanted to follow up with a previous customer Jim decided to email the customer and ask if he had any new jobs. He then set a reminder under PTL 14 to follow up with the customer in two weeks. Within the two weeks Jim got an email from the client saying he was dissatisfied with how long it took us to produce the stone for the last project Jim decided he would give the customer some information on our stock inventory which has a quick turn around Jim set up a reminder under PTL 14 to go directly to the customer and apologize and offer our inventory line
28. How to use PTL 1 Enter the contact’s information, in this case, John Doe. 2 Go to “Tasks” and select “New Task.” 3 Now select your PTL. I am going to use 3.0, then select your Task Type. I will choose 3.1. 4 Now select who you want to assign the Task to and the date to accomplish the task. 5 Now write your description in this case, I put “send contact SL brochure.” 6 Review your Task and you are finished.
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30. Quiz Question 1 Where can you find certain content related to PTL? A. Internet B. Mold Program D. Desktop C. Sales Support Environment
31. What would be a good way to introduce yourself to a referred lead? Quiz Question 2 A. Have the person who referred the lead call the lead back C. Send an email and hope the lead writes back D. Have the secretary do it B. Use Sales Dialog to find potential conversations to have with a customer or a potential conversation
32. What is a good reason to use the PTL system? Quiz Question 3 A. Have guideline to know what to do next B. Task reminder - Don’t rely on memory C. Increase your sales numbers D. All of the above
33. The release of the Project Timeline System lies in your hands. Please open your mind and allow this system to do some of the work for you. Provide us with feedback on how to make the system better, provide us with some content to add to the system, ask us questions.
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35. Icon link This Presentation is located on the Intranet under Company News
37. Closing Organization is the key focus of the PTL system. By staying organized you instill trust into your customer which in turns keeps them coming back to you. For further reading and specific information about the 5 critical tasks see Top 5 PTL Tutorials in the Sales Support Environment under Sales Training.